How do I add an IRA (Individual Retirement Accounts)?

You can add an IRA account by doing the following: 

If you already have a Retirement milestone:

  • Log into your WiseBanyan account (web, iOS app, or Android app)
  • Select your existing Retirement milestone 
  • Choose "Edit" from the top menu
  • Click on “IRAs”
  • Click on “Create IRA”
  • Choose the account type you want to open
  • From there you will go through the steps of opening the IRA account, including choosing an Initial Deposit amount which can be as little as $1.00

If you do not have a Retirement milestone yet:

  • Log into your WiseBanyan account (web, iOS app, or Android app)
  • Click on "Create Milestone"
  • Select the Retirement milestone
  • Click "Get Started"
  • Answer the series of questions about this new milestone and enter the initial deposit amount (at least $1.00) and set up an auto-deposit plan if you wish to

Important: On the Investment Account question, be sure you select the appropriate account type: Traditional IRA, Roth IRA, SEP IRA, or taxable Personal Investment Account

 

 

 
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